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2021 Life Meeting - Session 8E: Insurance M&A Valuation Methodologies and Considerations 9.1.21 Recording
depending on the profile of the business being sold and the geography/accounting. The presenters will ... will describe the common methodologies and considerations for valuing different types of insurance liabilities ...- Authors: Society of Actuaries
- Date: Sep 2021
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Reinsurance
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2021 Life Meeting - Session 2F: LDTI Data - Actuarial and IT Partnership Roundtable 8.30.21 Recording
Implementing the new data and system requirements related to LDTI bring a renewed focus on the partnership ... discuss common challenges encountered in the past couple of years of LDTI implementation and propose ways ...- Authors: Society of Actuaries
- Date: Oct 2021
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Financial Reporting & Accounting
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2021 Life Meeting - Session 2F: LDTI Data - Actuarial and IT Partnership Roundtable 8.30.21 Recording
Implementing the new data and system requirements related to LDTI bring a renewed focus on the partnership ... discuss common challenges encountered in the past couple of years of LDTI implementation and propose ways ...- Authors: Society of Actuaries
- Date: Oct 2021
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments
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economic-outlook-panel-qa
Join us for an Economic Outlook Panel that will explore topics like "what are markets saying about likelihood ... macroeconomic trends and their impact on the market. Audience members will have the opportunity to participate and ...- Authors: Martha Leiper, Nicholas (Cole) Bloom, Alex Pekker
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge
- Topics: Economics; Finance & Investments; Life Insurance; Pensions & Retirement
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Thinking Ahead: A Guide for Keeping Your Money Safe as You Age
Millions of aging Americans are challenged to prepare for uncertain health and financial setbacks in ... impacts one-third of adults over age 85. Advanced planning can reduce the negative impact of impairment on ...- Authors: Steven Vernon, Anna M Rappaport
- Date: Jun 2021
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Health & Disability; Long-term Care; Pensions & Retirement
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2023-financial-well-being-role-employers
Explore the importance of financial well-being and current efforts to improve it for all stakeholders ... and individuals. With factors like the COVID-19 pandemic and economic pressures driving rapidly rising ...- Date: Jul 2023
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Finance & Investments; Long-term Care; Pensions & Retirement
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2022-investment-strategy-cons
As the Federal Reserve's recent interest rate hikes increase potential asset yields, an expected rate ... companies of all sizes, including annuities, can be seen in the current economic landscape. The increased ...- Authors: Marc Altschull
- Date: Jul 2023
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Finance & Investments
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evolving-landscape-indexed-linked-annuities
Sales of index-linked annuities such as FIAs and RILAs have been setting new records while sales of traditional ... will survey the latest generation of FIA and RILA products, examining the impact of the current market ...- Date: May 2024
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Finance & Investments; Financial Reporting & Accounting
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2022-arpa-multiemployer-relief-challenges
The Special Financial Assistance (SFA) program included in the American Rescue Plan Act (ARPA) will provide ... provide grants to some of the more troubled multiemployer plans. While this is a welcomed relief for ...- Authors: Society of Actuaries
- Date: Dec 2022
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Finance & Investments; Pensions & Retirement; Public Policy
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2022-retirement-risks-pand
The pandemic and other current events have greatly impacted the risks that individuals face during retirement ... topic as the results of the Society Actuaries 2021 Retirement Risk Survey are presented. Discover the findings ...- Authors: Brian J Perlman, Anna M Rappaport
- Date: Sep 2022
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Long-term Care; Pensions & Retirement; Social Insurance